Manulife Wealth Insurance Services Inc (MWISI) currently has a position available for an
**Insurance Case Coordinator** .

While supporting Manulife and other insurance carriers, this position is responsible for the coordination of business received from both MSII and 3rd party Independent Advisors.

This position is the MGA “Back Office” for MWISI and 3rd party Independent Advisors.

It will serve as the central channel for advisors to submit their New Business and In-Force Insurance business for any of the insurance carriers supported by MWISI.

This position greatly impacts advisor retention as well as advisor sales.

It will be a key influencer as to the level of business growth that each advisor places through the MWISI.
**Position Responsibilities:**
Build relationships and rapport with advisors by being their advocate, anticipating their needs and being their consistent point of contact during the New Business and In-Force processes.

Ensure New Business and In-Force applications move through the various stages accurately and within service standards.

Proactively order medical evidence and review all incoming applications and attachments for correct and complete information to ensure prompt processing, reduce the risk of mismatched mail, and to ensure contracts are being issued without errors.

Promptly working with advisors or related head office departments to correct identified errors in applications or processes.

Assume ownership of files assigned while effectively prioritizing the work based on urgencies.

Influence internal clients to meet pre-established service standards
Maintain up to date and comprehensive case notes summarizing actions taken and inquiries received.

Promptly escalate any complex service issues or complaints for immediate attention and resolution.
**Wealth

Serv Task Management**
Check and prioritize Wealth

Serv tasks daily.

Follow up with relevant departments and update tasks.

Close tasks once completed.
**New Business Application Processing**
Review and update policy information on Wealth

Serv and carrier websites.

Verify and order underwriting (U/W) requirements as needed.

Communicate with advisors and carriers regarding application status.

Create and follow up on Current Business tasks.
**Email Handling and Coordination**
Manage shared mailbox and prevent duplicate requests.

Verify policy status and process requests with carriers.

Communicate updates to advisors and create relevant tasks on Wealth

Serv.

Ensure accurate documentation of email communications for productivity tracking.
**Contract Management**
Process incoming contracts and verify policy details.

Create and save cover memos.

Communicate contract delivery and update tasks on Wealth

Serv.
**Policy Updates and Requests**
Process address changes, surrender requests, and ownership changes.

Update policy details and create tasks on Wealth

Serv.
**Medical and Underwriting Requirements**
Order necessary medical requirements based on carrier guidelines.

Update status and communicate with advisors regarding medical appointments.
**AOR (Agent of Record) Requests**
Verify and process AOR requests,



ensuring advisor codes are accurate.

Communicate with carriers and advisors regarding AOR processing.
**Data Entry and Policy Creation**
Enter premium amounts and create policy entries on Wealth

Serv.

Prevent duplicate entries and ensure accuracy in policy documentation.
**Service Level Agreement (SLA) Monitoring**
Track and adhere to SLAs for processing times for AORs, U/W decisions, contracts, deliveries, and application reflections on Wealth

Serv.

Conversions and Additional Tasks
Manage cheque processing and conversion tasks as required.
**Required Qualifications:**
University Degree, College Diploma or equivalent working experience preferred
2 – 3 years in Financial Services industry, preferable MGA, Dealer or broker environments.

Negotiation and problem-solving skills
Excellent written and verbal communication skills, using clear language and the ability to ask probing questions.

Ability to obtain or give information in situations which require tact, diplomacy, or persuasion.

Proven customer service experience, with the ability to communicate effectively and professionally with all levels of management.

Proven ability to be a team player with strong interpersonal skills.

Adaptable and able to deal with ongoing change management
Ability to identify when exceptions are required and to appropriately escalate in order to provide superior customer service.

Ability to research, identify a problem and provide input to finding a solution.

Exceptional organizational skills.

Attention to detail.

Knowledge of individual insurance, insurance terminology and products are an asset.
**_When you join our team:_**
We'll empower you to learn and grow the career you want.

We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

As part of our global team, we'll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor.

Para obtener más información acerca de nosotros, visite
http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad.

Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas.

Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración,



y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo.

Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud.

Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes.

Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a
[email protected] .
**Referenced Salary Location**
Toronto, Ontario
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$48,450.00 CAD - $80,750.00 CAD
Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual.

El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación.

Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a
[email protected]
para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar.

También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera.

Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria.

Si se está postulando para este puesto en los EE. UU., póngase en contacto con
[email protected]
para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process.

For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

📌 Insurance Case Coordinator - Manulife Wealth (Toronto)
🏢 Manulife
📍 Toronto